Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Timeline ESG Classic 60	GBP Allocation 40-60% Equity	49.50	12.10	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 70	GBP Allocation 60-80% Equity	59.03	13.36	0.09	Fundment Novia Global Aviva Transact Benchmark Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 80	GBP Allocation 60-80% Equity	67.79	14.59	0.09	Fundment Novia Global Aviva Transact Benchmark Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 90	GBP Allocation 80%+ Equity	72.82	15.80	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 0	Global Diversified Bond - GBP Hedged	10.57	4.08	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 10	GBP Allocation 0-20% Equity	11.29	5.62	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 100	Global Large-Cap Blend Equity	72.98	17.60	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 20	GBP Allocation 20-40% Equity	18.27	7.11	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 30	GBP Allocation 20-40% Equity	25.16	8.56	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 40	GBP Allocation 40-60% Equity	30.92	9.98	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 50	GBP Allocation 40-60% Equity	40.30	11.36	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 60	GBP Allocation 60-80% Equity	49.80	12.72	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 70	GBP Allocation 60-80% Equity	58.80	14.04	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 80	GBP Allocation 60-80% Equity	67.23	15.33	0.09	Fundment Aviva Transact Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Tracker 90	GBP Allocation 80%+ Equity	70.53	16.60	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 0	Global Diversified Bond - GBP Hedged	8.23	4.22	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 10	GBP Allocation 0-20% Equity	9.44	5.74	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 100	Global Large-Cap Blend Equity	70.04	18.01	0.09	Fundment Novia Global Aviva Transact Benchmark Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 20	GBP Allocation 20-40% Equity	17.28	7.23	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 30	GBP Allocation 20-40% Equity	24.00	8.69	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter

If you are looking for a Portfolio or even Management firm that is not currently listed, they maybe onboarding, please email us at mpdbonboarding@morningstar.com requesting the status of the Portfolio or Provider and we will confirm the status or request the necessary data from them.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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